Hi,
Welcome back.its been a amazing ride since May14 the last i wrote out here.
"As of Date We have got out of those low beta stocks and have started buying select infra names again."
Our Infra stock which we sold off fully in Jan-Feb and re entered at lows again.
3 times in a row consecutively.
Seems amazing. Isnt it???
http://rupeeneversleeps.blogspot.in/2012/07/ncc-updated-01-july-2012.html
Its time to sell in the coming rally. Keep half and gradually sell half.
The reason being this is a liquidity push rally ans short sellers are trapped
NCC : Ncc I did not mention in May as i bought it much later as it fell very sharply to 30 levels.
Here we suggest existing 10% from current levels of 45.
Only if IVRCL DEAL is announced will it rise. So rather ride the horse. "IVRCL"
look at the correlation over the last one year, post the ESSEL News and last one month. There is a standard 10-15% gap which is mostly corrected
Refer to other updated views on GMR, IVRCL, NCC, Provogue
Again i Repeat the rise seen is these stocks is not structural as RBI Has not budged on the rates and is purely Driven due to GLOBAL RISK-ON.
Hence taking partial profits is advisible. 30-50% in two months is a no brainer. And indirectly your other half is literally free.
Welcome back.its been a amazing ride since May14 the last i wrote out here.
"As of Date We have got out of those low beta stocks and have started buying select infra names again."
Our Infra stock which we sold off fully in Jan-Feb and re entered at lows again.
3 times in a row consecutively.
Seems amazing. Isnt it???
http://rupeeneversleeps.blogspot.in/2012/07/ncc-updated-01-july-2012.html
Its time to sell in the coming rally. Keep half and gradually sell half.
The reason being this is a liquidity push rally ans short sellers are trapped
NCC : Ncc I did not mention in May as i bought it much later as it fell very sharply to 30 levels.
Here we suggest existing 10% from current levels of 45.
Only if IVRCL DEAL is announced will it rise. So rather ride the horse. "IVRCL"
look at the correlation over the last one year, post the ESSEL News and last one month. There is a standard 10-15% gap which is mostly corrected
Refer to other updated views on GMR, IVRCL, NCC, Provogue
Again i Repeat the rise seen is these stocks is not structural as RBI Has not budged on the rates and is purely Driven due to GLOBAL RISK-ON.
Hence taking partial profits is advisible. 30-50% in two months is a no brainer. And indirectly your other half is literally free.
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